To-dos
To-dos | Notifications | Overview of Assigned To-dos | Personal To-dosTo-dos
Tasks not organised in a task management system can easily be overlooked. Say goodbye to sticky notes: With MOCO To-dos, you can effortlessly manage administrative tasks, milestones, and reminders.
Activate
Enable To-dos for the desired areas (Projects, Leads, Personnel, Companies, Contacts) in the Settings.
Capture
Record To-dos directly via the list or on the detail page in the form of a checklist.
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Image caption:
1) Access the compiled checklist
2) Record To-dos for individual projects, etc.
Enable To-dos for the desired areas (Projects, Leads, Personnel, Companies, Contacts) in the Settings.
Capture
Record To-dos directly via the list or on the detail page in the form of a checklist.
(English image not yet available)Image caption:
1) Access the compiled checklist
2) Record To-dos for individual projects, etc.
Notifications
Responsible Person Always Informed on Due Dates
When tasks become overdue, the responsible individuals (such as project managers or lead persons) are notified, regardless of whether a person is assigned to the task or not.
Notification on Assignment
MOCO notifies the person when a task is assigned to them. This notification can be disabled in your profile under Notifications.
When tasks become overdue, the responsible individuals (such as project managers or lead persons) are notified, regardless of whether a person is assigned to the task or not.
Notification on Assignment
MOCO notifies the person when a task is assigned to them. This notification can be disabled in your profile under Notifications.
Overview of Assigned To-dos
In the top right menu under "To-dos," each user can view their assigned tasks as well as those they have personally recorded. By default, the list is sorted by due date (3), allowing you to keep track of the most urgent tasks and quickly see what's coming up in the next few days.
Action Required
MOCO indicates currently overdue personal or assigned to-dos with a blue dot.
Action Required
MOCO indicates currently overdue personal or assigned to-dos with a blue dot.
Complete
As expected with to-dos, they can be marked as completed or checked off (4).
Filter Options
Filter the list by categories if you want to narrow down specific to-dos, or use the search for specific keywords. Through the filter, you can display and review completed to-dos (5).
Smart Filter
In the project and lead list, you can use the new Smart Filter "Overdue To-dos" to filter for relevant entries.
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Stay informed on the go: To-dos are part of the MOCO iPhone App.
Filter Options
Filter the list by categories if you want to narrow down specific to-dos, or use the search for specific keywords. Through the filter, you can display and review completed to-dos (5).
Smart Filter
In the project and lead list, you can use the new Smart Filter "Overdue To-dos" to filter for relevant entries.
(English image not yet available)Stay informed on the go: To-dos are part of the MOCO iPhone App.
Personal To-dos
Each user can record their personal to-dos in MOCO. Simply click on the new to-do icon at the top right of the main menu, right next to the notifications, and get started. Personal to-dos are only visible to the individual.
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You can also log your personal to-dos on the go using the MOCO iPhone app!
(English image not yet available)You can also log your personal to-dos on the go using the MOCO iPhone app!







